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Matthew James Tax Wealth

The Matthew James Tax Wealth application lets our clients have access to their portfolio of accounts managed by Matthew James Tax & Wealth Management

The Matthew James Tax Wealth application lets our clients have access to their portfolio of accounts managed by Matthew James Tax & Wealth Management

Matthew James Tax Wealth

by Matthew James Tax & Wealth Management L.L.C.
Matthew James Tax Wealth
Matthew James Tax Wealth
Matthew James Tax Wealth

What is it about?

The Matthew James Tax Wealth application lets our clients have access to their portfolio of accounts managed by Matthew James Tax & Wealth Management. Within the app you can see all your accounts held with us, their balances and performance, as well as request changes and distributions. In addition, you can add accounts held elsewhere to gain a complete picture of your entire financial portfolio.

Matthew James Tax Wealth

App Details

Version
1.83
Rating
NA
Size
123Mb
Genre
Finance
Last updated
October 12, 2024
Release date
September 10, 2024
More info

App Store Description

The Matthew James Tax Wealth application lets our clients have access to their portfolio of accounts managed by Matthew James Tax & Wealth Management. Within the app you can see all your accounts held with us, their balances and performance, as well as request changes and distributions. In addition, you can add accounts held elsewhere to gain a complete picture of your entire financial portfolio.

Requirements: You need to be a current client of Matthew James Tax & Wealth Management and have been authorized for the phone application. If you would like to request access, please contact the team at Matthew James Tax & Wealth Management.

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